Agenda topics, timing and speakers subject to change.
Day 1 - Tuesday, June 20 | 10:00 am - 3:30 pm Eastern
10:00 am – 11:00 am
Breakfast Session: How Modern AP Automation is Helping CFO’s Adapt to a Changing Business Landscape and a Diverse Accounting Workforce
Presented by DocuPhase
1 CPE credit | Field of Study - Information Technology
In this speaking session, we'll explore the ways in which AI in AP automation is helping finance leaders adapt to the changing business landscape and the diverse accounting workforce, including the benefits of automating AP workflows, the role of AI in data analysis and forecasting, and the impact integrated solutions have to your bottom line. We'll also discuss the potential challenges and considerations when implementing these technologies and provide practical advice for finance leaders looking to leverage AI and AP automation in their own organizations.
Presenter
Dan Gaertner | CEO | DocuPhase
11:00 am – 12:00 Pm
The Evolution of Automation and Digital Transformation
Presented by Moody's
1 CPE credit | Field of Study - Information Technology
This session will discuss how automation processes can continue along the digital transformation journey within accounting and finance. Including best practices and practical insights with key problem areas faced along the way.
Presenters
Andrey Bolanos | AVP Process Excellence | Moody's Corporation
Janelle Choi | VP Delivery Manager | Moody's Corporation
Ahmed Elkordy | SVP-Global Business Services | Moody's Corporation
Karn Patel | Associate Vice President | Moody's Corporation
Tania Vasquez | Senior Vice President - Bl & Analytics | Moody's Corporation
12:00 pm – 1:00 pm
Considerations for Corporations Investing in Crypto
Presented by Deloitte
1 CPE credit | Field of Study - Information Technology
More operating companies are deciding to allocate cash to digital assets and cryptocurrencies. This session will examine the tax, accounting, controls, and regulatory considerations needed before making such a decision.
Moderator
PJ Theisen | US Audit & Assurance Partner | Deloitte & Touche, LLP
Presenters
Milen Dinkov | US Advisory Managing Director | Deloitte & Touche, LLP
Conor O'Brien | US Tax Blockchain & Digital Assets Senior Manager | Deloitte & Touche, LLP
Petal Walker | US Risk & Financial Advisory Managing Director | Deloitte & Touche, LLP
1:00 pm – 1:30 pm
Break
1:30 pm – 2:30 pm
Talent of the Future and Upskilling the Current Workforce for Data Science and IT
Presented by EY
1 CPE credit | Field of Study - Personnel/Human Resources
This session will showcase what is happening in the world of technology talent from entry level workforce to discussions on best practices for upskilling the current workforce. With the decline of accounting and finance professionals, this topic will help companies prepare for the future.
Moderator
Libby Hacker | Global People Advisory Services Finance Leader | EY
Presenters
Condola Brivitte | Senior Manager, Financial Accounting Advisory Services | EY
David Herbert | Managing Director | EY
2:30 pm – 3:30 pm
Cloud vs. On-Premise Infrastructures
Presented by KPMG
1 CPE credit | Field of Study - Information Technology
Despite the embrace of cloud services in finance and accounting, there remains a debate about the transition. Learn about trends in cloud adoption and the top risks when outsourcing to a cloud provider, as well as getting assurance over the cloud provider. This session will focus on cost containment and management for implementing cloud infrastructure.
Presenters
Heather Paquette | National Technology Assurance Leader - Audit | KPMG
Bernard Wiegar | Partner, Technology Assurance Audit | KPMG
Day 2 - Wednesday, June 21 | 10:00 am - 4:30 pm Eastern
10:00 am – 11:00 am
Breakfast Session: End-to-End Cost Analysis - Achieving Efficiency & Maximizing Profits
Presented by 3C Software
1 CPE credit | Field of Study - Finance
Delve into the critical areas of end-to-end cost and profitability analytics during this session for finance executives facing the challenges of maximizing their financial performance. Attendees will gain a deeper understanding of how to analyze their company's financial data to identify the underlying drivers of costs and determine the true profitability of their products and customers. The session will also focus on the importance of cost transparency, both within the organization and with external stakeholders. By the end of the session, attendees will have a comprehensive understanding of how to use cost and profitability analysis to optimize their company's operations and improve their bottom line.
Presenter
Ian Robertson | Profitability Solutions Expert | 3C Software
11:00 am – 12:00 pm
Leveraging Technology to Integrate ESG
1 CPE credit | Field of Study - Information Technology
A discussion of the technology available to benchmark and report a companies’ ESG journey to stakeholders and what companies need to be assessing for their ESG technology needs considering the SEC’s Climate proposal.
Presenters
Stuart Block | Director of ESG Reporting and Analytics | Cardinal Health
Jordan Chamberlain | Senior Director, Climate Analytics | Persefoni
Mandi McReynolds | VP, Global Environment, Social, & Governance | Workiva
12:00 pm – 1:00 pm
How Finance Executives Can Lead the AI Wave
Presented by Microsoft
1 CPE credit | Field of Study - Information Technology
With insight across the business groups, finance executives are uniquely positioned to help lead the larger organizational shift to AI, driving smarter business decisions across the enterprise. Join us for a discussion and demonstration of the latest capabilities powered by AI.
Presenters
Cory Hrncirik | Finance Director | Microsoft
Phil Ockenden | CVP and CFO of Search, Devices, and Creativity Finance | Microsoft
1:00 pm – 1:30 pm
Break
1:30 pm – 2:30 pm
Leading Technology Transformation from the Top
Presented by SAP
1 CPE credit | Field of Study - Business Management & Organization
Explore future trends and top priorities for the CFO as they continue to build partnerships with the Chief Information Officer and Chief Digital Transformation Office. This session will highlight how these roles interact as technology and automation increases. Learn how SAP organizations are changing the way they steer their business through an innovative finance platform, embedded analytics, and predictive insights.
Presenters
Gillian McGrath | Senior Director of NA S/4HANA Finance & Risk Center of Excellence | SAP
Chris Ritterhern | Business Technology Platform - Center of Excellence Lead | SAP
2:30 pm – 3:30 pm
Workforce Strategies
1 CPE credit | Field of Study - Personnel/Human Resources
This session will provide an update on where companies are in their return-to-work strategies. The discussion will focus on best practices for companies who are looking to define the future models of their workforce whether it be in-person, remote, or hybrid.
Presenters
Hannah Bowles | Consulting Manager, Total Workplace | Cushman & Wakefield
Heather Gerety | Managing Director, Total Workplace | Cushman & Wakefield
3:30 pm – 4:30 pm
Automating Narrative Reporting for Executives
1 CPE credit | Field of Study - Information Technology
Discuss how new technologies can help your company accelerate the close processes by automating financial information reports for executives while also having the capabilities to develop intuitive and agile dashboards for real-time changes.
Presenters
Mike Malwitz | Master Principal Consultant | Oracle
Erik Subbarao | Master Principal Solution Engineer | Oracle
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